Create a personal event

Enable managers to create events, such as agent time off, agent appointments, and meetings using Workforce.

Before you begin

To gain full Workforce access, you must hold the 'wm_manager' role and actively manage a 'wm_work' assignment group. Without these roles, you don't have access to essential functionalities like viewing agent details and managing events.

Role required: wm_manager

Procedure

1. Navigate to All > Field Service > Manager > Workforce.
2. Click the Event Management icon in the right side panel.
3. On the form, fill in the fields.
4. Click Save.
   If Workforce Optimization is installed and activated, Creating a personal event option won’t be visible.